The most important aspect of operating successful investments is not only searching for the right information but also the smart processing of such information.
Evaluating and managing risks are central to Ephraim Global’s approach. Our company’s portfolio is designed on traditional asset categories.
We have set in place the Anticipated Deficit as a measure of risk, timely identifying opportunities falling short of a target or an expected value.
In addition to the risk limits, a return evaluation is established for each portfolio and updated regularly using the above mentioned limits as well as specific risk budgets and also taking into account transactional fees.
The outcome of this process is an improved asset allocation, offering an optimal risk vs. return ratio.
The goal of our approach is to use your individual risk budget in the most efficient manner by taking the various market events into account in order to improve your risk-adjusted performance.